Senior Financial Analyst - FP&A

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Senior Financial Analyst - FP&A

This role is responsible for supporting financial planning, budgeting, forecasting, and performance analysis to drive strategic decision-making. The ideal candidate will have a strong background in banking financials, regulatory requirements, and profitability analysis. They will work closely with senior leadership to assess financial performance, optimize resource allocation, and enhance business growth.

Essential Duties and Responsibilities

Assists in coordination of forecasting and budgeting efforts with the business units to ensure:

• Bottom up forecasting and budgeting are aligned with the bank's financial goals and strategic objectives.
• Forecasts and budgets are completed in a timely, efficient, and accurate manner.
• LOBs are fully informed regarding expectations, timelines, meetings, etc.
• Systems rightly reflect budgeting and forecast results
• Management reporting of performance to budget is timely and accurate.

• Lead financial planning and analysis (FP&A) functions, including budgeting, forecasting, and variance analysis across the bank.
• Develop and maintain financial models to evaluate profitability, cost control, and revenue trends for various banking products and services.
• Analyze key performance indicators (KPIs) such as net interest margin (NIM), loan portfolio performance, deposit growth, non-interest revenue, and non-interest expense.
• Support strategic planning initiatives, identifying opportunities for cost optimization and revenue enhancement.
• Provide financial insights to senior management, preparing reports, dashboards, and presentations for executive decision-making.
• Analyze and interpret financial data to support strategic, planning, forecasting, and budgeting processes.
• Ensure financial data accuracy and compliance with company policies and industry regulations.
• Leverage financial systems and tools such as Workday, Empyrean, Hyperion, Adaptive, or Power BI to improve reporting efficiency.
• Collaborate with cross-functional teams to optimized financial processes and improve reporting efficiency.
• Performs other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

Requirements:

• 3 years' work experience in banking FP&A group
• Strong written and verbal communication skills - including with senior management.
• Familiarity and comfort working with FP&A planning software
• Advanced Excel skills; proficient in Microsoft Word and PowerPoint
• Comfort with technical, analytical, and presentation aspects of FP&A

Preferred:

• Experience with Workday/Adaptive or Empyrean planning software
• Background in Balance Sheet forecasting and interaction with ALM - i.e. NII/NIM
• BS/BA degree in Finance, Accounting, or related field

Skills

• Strong proficiency in financial modeling, data analysis, and forecasting techniques.
• Advanced Excel skills and experience with financial software (e.g., Workday, Empyrean, Hyperion, or Adaptive).
• Excellent analytical, problem-solving, and decision-making skills.
• Strong communication and presentation abilities to effectively convey financial insights.
• Knowledge of GAAP, financial regulations, and risk management principles.
• Ability to work independently and manage multiple priorities in a fast-paced and changing environment.

• Ability to successfully plan, develop, lead, and execute projects.
• Ability to employ complex analytical tools and statistics to perform analysis and forecasting of financial and other business information.

Computer Skills

• MS Office programs
• Financial/Forecasting Software (e.g., Workday, Empyrean, Hyperion, or Adaptive)
• Familiarity with data visualization tools (e.g., Power BI, Tableau).

Certificates, Licenses, Registrations

• None.

Other Qualifications (including physical requirements)

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties, and responsibilities may change at any time with or without notice.

Skills Training:

• Communication, Time Management, Critical Thinking, Judgment, and Decision Making

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.